New York, Jan 26, 2026, 14:41 (EST) — Regular session
- Shares of GE Vernova climbed in afternoon trading as investors awaited quarterly results set for release later this week
- Morgan Stanley maintained a bullish outlook but trimmed its price target slightly
- All eyes are on the Fed’s policy decision coming Wednesday
Shares of GE Vernova Inc (GEV) gained 1.7% to trade at $669.04 by 2:41 p.m. EST Monday, after swinging between $653.60 and $686.81 earlier in the day.
The shift arrives right before GE Vernova’s quarterly report, as investors hunt for clues on whether orders and margins can hold steady after a rocky start for rate-sensitive industrial stocks this year.
Timing couldn’t be tighter. The earnings report drops the very day the Federal Reserve concludes its January meeting, where officials are widely expected to hold rates steady between 3.50% and 3.75%.
Morgan Stanley trimmed its price target for GE Vernova to $817 from $822 on Monday, maintaining an Overweight rating. Analyst David Arcaro described the December investor day as offering “limited financial surprises or updates this quarter.” TipRanks
GE Vernova’s shares climbed faster than the wider market, while the SPDR S&P 500 ETF rose roughly 0.6% in afternoon trading.
Wall Street is forecasting GE Vernova to deliver earnings of $3.03 per share on revenue hitting $10.04 billion, based on Zacks estimates cited by Nasdaq. The consensus EPS figure — reflecting the average of analyst predictions — has dropped 3.4% in the last 30 days.
The company plans to release its fourth-quarter and full-year 2025 results before the market opens on Jan. 28. A 7:30 a.m. ET webcast featuring CEO Scott Strazik and CFO Ken Parks will follow. GE Vernova, based in Cambridge, Massachusetts, runs the Power, Wind, and Electrification divisions.
Investors are watching closely for shifts in the tone around orders, pricing, and project execution. In grid and large equipment sectors, working capital can fluctuate significantly—often impacting results as much as the headline profit number.
That said, the setup works both ways. A miss on cash flow or signs of delayed deliveries could weigh heavily on a stock priced for perfection as much as for today’s numbers.
Wednesday brings an earnings report and conference call, then the Fed’s policy statement drops at 2:00 p.m. ET, with Chair Jerome Powell taking questions at 2:30 p.m. ET.
